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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,851 | $158,852-83.7% | $121,220-78.7% | $135,380-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 1.69% | -0.64%+2.3pp | 16.94%-15.2pp | 519.81%-518.1pp |
| Employer contribution / active EE | $3,223 | $5,666-43.1% | $4,023-19.9% | $4,779-32.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $48,845 | $6,515+649.8% | $5,021+872.9% | $10,828+351.1% |